Lion Street Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Lion Street Advisors, LLC
- $282 Million
- Q3 2024
A detailed history of Lion Street Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Lion Street Advisors, LLC holds 5,085 shares of DFUV stock, worth $218,655. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,085
Previous 5,132
0.92%
Holding current value
$218,655
Previous $201,000
4.98%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.52 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.42 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$796 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$468 Million0.65% of portfolio